Roles

Someone with more than one role gets the permissions of all of them.

Who can: the owner, the admins and the accountants see the roles. Only the owner and the admins create, change or delete custom roles.

Restoman's roles

They come with Restoman, in every business, and can't be changed.

Role	What it does
Owner	Everything, including transferring the business. There's only one per business.
Admin	Everything except change billing, Mercado Pago and tax details. Only the owner can give it.
Accountant	Sees everything and changes nothing.
Manager	Runs a location: orders, cash, menu, stock, floor and schedules. Sees the team.
Cashier	Takes orders, charges and opens their cash shift. Doesn't issue refunds.
Kitchen	Uses the kitchen screen, marks what's sold out and adjusts stock.
Waiter	Takes orders and marks what's sold out.
Staff	Takes orders and uses the kitchen screen; sees the menu, stock and floor.

Some of these tasks (orders, cash, kitchen, floor) arrive with Restoman's upcoming screens.

Create a custom role

For a position no Restoman role covers, for example Bartender. Each business can have up to 20.

1. In Roles, tap Create role.
2. Enter the Name, the one your team sees.
3. Check the Identifier: we suggest one from the name, and it can't be changed later. 2 to 32 characters: lowercase letters without accents, numbers and hyphens, starting with a letter.
4. Under Permissions, check what whoever has it can do. It's almost always worth including View. The permissions come in two groups:
   • Across the business: they apply across the whole business.
   • At the locations where they work: they apply at the locations assigned to each person, or at all of them if they have access to all.
5. Tap Create role.

People, roles, locations and the business's details are handled only by owners and admins: those permissions can't be given in a custom role. And you can only give permissions you have yourself.

Change or delete a custom role

• Edit: change the name or the permissions and save. The changes apply right away for whoever has it.
• Delete: confirm with Delete role. The pending invitations that give it are canceled. This can't be undone.

Someone who can only view the roles finds View instead of Edit.

What each message means

Message	What happened and what to do
Before deleting it, change…	Someone still has it. Change their role and try again.
This business already has a role with that identifier	Try another one.
Restoman uses that identifier	Try another one, for example by adding the position.
Check at least one permission	A role needs some permission.
You can only give permissions you have yourself	Uncheck the ones you don't have, or ask the owner.
This business has reached 20 custom roles	Delete one you don't use.